JPM DIVERSIFIED RT SMALL CAP JPSE
$59.70
-0.5% 52w: $43.67 – $60.17
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data43.6751.9260.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+4 QoQ
13F value
$427.2M
+7.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPSE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | Wealth advisor | 1.0M | $53.9M | 4.5% | -16.6% |
| LPL Financial LLC | Bank broker | 907.1K | $47.6M | 0.0% | +0.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 738.6K | $38.7M | 0.0% | -1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 610.9K | $32.0M | 0.0% | +4.4% |
| Hartford Financial Management Inc. | Other | 329.1K | $17.3M | 4.4% | -1.3% |
| Aprio Wealth Management, LLC | Wealth advisor | 316.6K | $16.6M | 0.9% | +2.0% |
| ROYAL BANK OF CANADA | Bank broker | 299.5K | $15.7M | 0.0% | -2.8% |
| MORGAN STANLEY | Bank broker | 272.6K | $14.3M | 0.0% | -6.3% |
| Goldstein Advisors, LLC | Wealth advisor | 230.7K | $12.1M | 1.3% | +1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 213.6K | $11.2M | 0.0% | +2.9% |
| APPLETON PARTNERS INC/MA | Other | 190.7K | $10.0M | 0.7% | +0.4% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 190.3K | $10.0M | 0.3% | -2.8% |
| Sprinkle Financial Consultants LLC | Wealth advisor | 174.8K | $9.2M | 4.2% | +16.7% |
| Keystone Financial Services, LLC | Wealth advisor | 161.3K | $8.5M | 5.7% | +3.0% |
| JPMORGAN CHASE & CO | Bank broker | 155.5K | $8.0M | 0.0% | +495.6% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 146.9K | $7.7M | 1.1% | — |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Other | 140.3K | $7.4M | 0.1% | +0.1% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 139.9K | $7.3M | 1.4% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 134.8K | $7.1M | 0.0% | +8.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 135.1K | $7.0M | 0.0% | +23.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 128.7K | $6.7M | 0.0% | -34.0% |
| Ipsen Advisor Group LLC | Wealth advisor | 115.6K | $6.1M | 4.2% | +2.3% |
| DAVENPORT & Co LLC | Diversified mechanical | 107.8K | $5.6M | 0.0% | +0.2% |
| Capital Advisors Wealth Management, LLC | Wealth advisor | 90.9K | $4.8M | 0.6% | -4.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 72.8K | $3.8M | 0.1% | +4.6% |
| First Pacific Financial | Wealth advisor | 71.9K | $3.8M | 0.5% | +0.4% |
| Family Capital Management, Inc. | Wealth advisor | 66.0K | $3.5M | 1.5% | +23.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 54.0K | $2.8M | 0.0% | -5.3% |
| Cetera Investment Advisers | Wealth advisor | 53.6K | $2.8M | 0.0% | +2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 52.6K | $2.8M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 46.4K | $2.4M | 0.0% | -1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 42.1K | $2.2M | 0.0% | -1.5% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | Wealth advisor | 41.0K | $2.2M | 1.9% | +0.9% |
| LexAurum Advisors, LLC | Wealth advisor | 37.8K | $2.0M | 0.3% | — |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 36.4K | $1.9M | 0.0% | New |
| Fifth Third Securities, Inc. | Wealth advisor | 33.8K | $1.8M | 0.1% | +0.6% |
| Advyzon Investment Management, LLC | Wealth advisor | 32.7K | $1.7M | 0.2% | +21.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 31.7K | $1.7M | 0.1% | +0.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 26.9K | $1.4M | 0.1% | -0.2% |
| KWB Wealth | Wealth advisor | 27.3K | $1.4M | 0.1% | Held |
| Financial Engines Advisors L.L.C. | Wealth advisor | 23.2K | $1.2M | 0.0% | -4.7% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Other | 20.9K | $1.1M | 0.2% | -7.8% |
| Modern Wealth Management, LLC | Wealth advisor | 20.8K | $1.1M | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 19.2K | $1.0M | 0.0% | -21.5% |
| GTS SECURITIES LLC | Market maker | 19.0K | $998K | 0.0% | -1.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 17.4K | $915K | 0.0% | -15.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 14.3K | $751K | 0.0% | -3.3% |
| Capital Developers, LLC | Wealth advisor | 13.6K | $712K | 0.6% | -2.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 13.6K | $710K | 0.0% | +75.4% |
| Cordgrass Capital Advisors, LLC | Other | 13.5K | $709K | 0.2% | -1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.